Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Sottak is a Certified Financial Planner™ and Chartered Financial Analyst® who provides wealth management services to individuals, families, and businesses. Brian has extensive experience in the financial services industry, having previously worked at Mellon Capital and Balyasny Asset Management. Brian is currently a Registered Investment Advisor Representative with Mission Wealth Management, LP. Mission Wealth Management is a leading provider of financial planning, portfolio management, and wealth management services. Brian is committed to helping clients achieve their financial goals. He is an active member of the community and is involved in a number of charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family wealth management
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
10/11/2018 - Present
Mission Wealth Management, LP (SANTA BARBARA CA)
CA
08/17/2009 - 03/05/2013
MBSC SECURITIES CORPORATION (SAN FRANCISCO CA)
BC
Issued 09/25/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2009
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/14/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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